Lead Templates
A Lead template allows you to identify pre-defined activities that need to be carried out as you progress each leadA lead is a possible sale opportunity for a prospective client (a prospect) or an existing client.. Each lead template can specify the activities for a lead relating to a specific type of work.
Using pre-defined activities results in each prospect moving through a consistent sales process – leaving nothing to chance.
Lead templates contain only lead activities and may be used only with leads. Job templates contain tasks, costs and milestones, and can be used in jobs, quotes and estimates.
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